Investment Associate

Northern Trust • Chicago, IL

7d • $83,100 - $141,300 • Hybrid

About The Position

The Investment Associate serves as a key member of Northern Trust Asset Management's Global Institutional Client Group, partnering with Relationship Managers to deliver exceptional service and strategic support to institutional investors. The Investment Associate plays a critical role in fostering strong client relationships, coordinating cross-functional resources, and ensuring client requests, deliverables, and operational activities are executed efficiently and accurately.

Requirements

• Bachelor’s degree in finance, economics, accounting, business, or a related field.
• 3 to 4 years of experience interacting with institutional investors or similar professional contacts.
• Ability to listen purposefully and apply problem-solving skills to identify and quickly address client servicing issues.
• Must be capable of communicating confidently and effectively with sophisticated institutional investors and their investment consultants.
• Excellent written and verbal communication skills.
• Ability to synthesize complex information, manage multiple priorities, exercise judgment, and recognize risk.
• Proficiency with Microsoft Office applications and CRM platforms.
• Series 7 and 63 licenses required and must be obtained within the first 90 days of employment.

Responsibilities

• Partner with Relationship Managers to support a portfolio of institutional client relationships and new business development efforts.
• Serve as a day-to-day contact for client inquiries, requests, and servicing needs.
• Cultivate strong working relationships with client contacts and their service providers. Demonstrate ability to add value by anticipating client needs and proactively recommending appropriate solutions.
• Participate in client meetings and due diligence reviews.
• Coordinate meeting logistics, prepare materials, and ensure timely follow-up on action items.
• Manage account maintenance activities, including onboarding, mandate changes, restructures, and account-related requests.
• Lead coordination across investment, operations, reporting, compliance, legal, custody, and technology teams to resolve client matters.
• Facilitate due diligence requests, consultant questionnaires, RFPs, and information requests from clients and prospects.
• Partner with Relationship Managers to strength client relationships, identify growth opportunities, and maintain accurate documentation of client interactions and business development activities.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level